ASX Announcements
Update - Dividend/Distribution - RMD
Dividend Record Date, Dividend Pay Date, Dividend Rate
- May 10, 2024
- 4 pages
Market Sensitive
Form 10-Q for the Quarter ended March 31, 2024
Periodic Reports - Other
- Apr 29, 2024
- 43 pages
Market Sensitive
Dividend Record Date, Dividend Pay Date, Dividend Rate
- Apr 26, 2024
- 4 pages
Market Sensitive
ResMed Announces Results for the Third Quarter of FY2024
Periodic Reports - Other
- Apr 26, 2024
- 10 pages
Today
Loss-making companies are surging on the ASX, baffling analysts
Goldman Sachs is perplexed about the surge in unprofitable stocks, and says there are safer alternatives like retailers Lovisa and Cettire.
- Alex Gluyas
This Month
‘Business spends bugger all’: what landmark R&D review aims to fix
Technology industry experts warn a new government review into the R&D system must not cut tax incentives, and must kick-start anaemic business investment.
- Paul Smith, Tess Bennett and Nick Bonyhady
R&D boost needed for Future Made in Australia plan to fly
Australian firms that develop innovative technologies say they are disincentivised to build their products in Australia and are calling for R&D incentive changes.
- Tess Bennett
How Sage Capital is making money from other investors’ panic
Veteran hedge fund manager Sean Fenton has no qualms going against the crowd, buying ResMed after its collapse in 2023.
- Joanne Tran
April
This fundie says CSL is a $500 stock
ECP Asset Management’s Sam Byrnes expects the blood plasma collector’s return on capital to substantially improve and remains bullish on IDP Education even though its share price has tumbled this year.
- Joanne Tran
ASX stocks at risk from Ozempic – and ResMed isn’t one of them
Morgan Stanley brokers say the explosion of interest in the weight loss drugs will be far bigger than first thought. And these major companies could get hit.
- Joshua Peach
The eight stocks most loved by Australia’s best fund managers
Despite the headwinds, CSL is still loved by the top stock pickers. CBA and BHP are also widely held – but not as widely as expected.
- Joshua Peach
March
The stealth compo of Santos CEO Kevin Gallagher
If a CEO’s family gets to fly for free on the corporate private jet, is that worth anything to the CEO?
- Myriam Robin
February
Why analysts love these eight medtech stocks
The sector that straddles healthcare and tech has professionals searching for companies that could be tomorrow’s big winners after Pro Medicus.
- Tom Richardson
Deep Yellow surge puts squeeze on Fidelity’s charity
Even when done altruistically, stock-picking isn’t for the faint-hearted.
- Myriam Robin
January
- Opinion
- Chanticleer
Why Australia’s biggest and oldest LIC defied the Ozempic sell-off
Australian Foundation Investment Company boss Mark Freeman says buying CSL and Resmed amid last year’s Ozempic rout was part of a tried-and-true strategy.
- James Thomson
Hedge fund LHC buys ResMed, bets against sceptics
The sleep apnoea devices maker and Lottery Corporation are the new additions to Sydney-based LHC Capital’s portfolio.
- Joanne Tran
This fundie blasted Rio Tinto – then doubled down on his investment
WaveStone Capital’s Raaz Bhuyan talks about his latest trip to the Pilbara and how he was horrified by the miner’s initial response to the Juukan Gorge scandal.
- Joanne Tran
December 2023
- Opinion
- Chanticleer
Top investors name 11 long-term stock picks
Healthcare, digitisation and resources are the big themes that dominate the list of stock picks from top fund managers.
- James Thomson
BHP at $100, shorting banks, Qantas chaos: the best of Monday Fundie
From Regal to Ellerston Capital and Morningstar, the 48 fund managers profiled by the Financial Review were early, wrong and on the money in 2023.
- Jonathan Shapiro and Sarah Jones
- Analysis
- Sharemarket
Will Newmont’s secondary listing work? History says it will be hard
Navigating investor apathy and keeping management’s attention on local shareholders is not easy, as Singtel and Janus Henderson have found.
- Tom Richardson
November 2023
This fundie is betting against the ResMed sceptics
ECP Asset’s Andrew Dale remains confident in the stock despite the Ozempic-related fears, and explains why he still thinks Domino’s Pizza is a buy.
- Joanne Tran
Why Chris Kourtis just bought CSL and ResMed
The legendary Australian stock picker has bought into a few well-known ASX names recently, amid a wave of a mis-pricing he’s seeing across the sharemarket.
- Joshua Peach
- Opinion
- AFR Weekend
Qantas’ big problem, and nine more opinion reads from the week
Here are ten thoughtful opinion pieces from the past week.
October 2023
Good luck, rich parents and Canva: how Blackbird made millionaires
The names of some of those making a fortune from Blackbird’s first VC fund are surprising. One of them, Rayn Ong, says his good fortune was ‘life-changing’.
- Paul Smith
